The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Keith Fleishman Joins Silverline as New Vice President of Sales, East Region

Silverline News

Silverline, a Salesforce Platinum Consulting Firm headquartered in New York City, announced today that Keith Fleishman has joined Silverline as the new Vice President of Sales, East Region. In this leadership position, Keith will be tasked with growing Silverline’s revenue by leveraging existing products, technologies, and value added solutions for its customers. “Keith brings great vision, leadership, and energy, which makes us all excited to work alongside him,” said Erez Akiva, Executive Vice President of…
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Grab a cup of coffee and check out Silverline!

Around the Office

We did it! We hit 100! No, I’m not talking about the weather in New York City (just yet), I’m talking about our Coffee Buddies Channel on Slack! Slack is a collaboration hub that brings employees together with the right information and tools to get work done. Silverliners use Slack to communicate internally on projects, within their teams, and to stay connected to one another. Now, you might be thinking, ‘a group devoted to coffee?…
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Borrower Data is the Secret Sauce to the Customer Journey: Create the Best Mortgage Experience with Data Driven Marketing Strategies

Financial Services

Your customer and prospect data is your biggest asset. Quality data in your CRM system is powerful when combined with marketing tools to develop a personal relationship with applicants that can drive trust and improve the overall borrower experience. This combination with Silverline’s Mortgage360 accelerator gives mortgage companies a highly organized system to capture, clarify, and improve your internal processes of engagement. Adding marketing tools like Salesforce Marketing Cloud easily takes the data you already…
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Silverline Announces the Advancement of Patient Engagement Center

Healthcare

Silverline leverages Salesforce Health Cloud to accelerate business transformation for customers in healthcare NEW YORK, NY – May 30, 2018 –  Silverline, a Salesforce Platinum Consultant Partner headquartered in New York City, today announced the evolution of Patient Contact Center to Patient Engagement Center—a Salesforce Fullforce Solution built on Salesforce Health Cloud and Lightning. The Healthcare industry is putting the customer in the center and driving higher engagement, collaboration, and coordination for better outcomes; including focusing…
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Stop Chasing the Customer: Building Relationships with a Unified Digital Platform

Banking

I recently spoke at the Financial Brand Forum and heard the same thing over and over from businesses: we’re growing, but our processes aren’t. The frustration is understandable. To meet increasing targets for customer growth, wallet share, and processing efficiency, you need to be investing in the right technology and processes in order to scale. Join Silverline for a webinar on June 6 at 1 p.m. EST which will feature Paducah Bank, who will be…
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Lightning Experience Adoption is a Key Push in the Salesforce Summer ‘18 Release

Help & Training

If you haven’t made the move to Lightning there has never been a better time. The Lightning transition toolkit is chock full of great tools to help you assess your Lightning readiness. The Lightning Experience Readiness Check is available now and will help you identify Lightning ready users with one-click and will provide a report with actionable trusted guidance on the next steps in rollout. Lightning Visualforce Check will automatically identify any of your Visualforce…
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Showcase your Trailhead Badges with the Salesforce Summer ‘18 Release

Help & Training

Trailhead is an amazing tool to learn about the Salesforce platform (and more) and to increase user adoption. In Summer ‘18, you will be able to display Trailhead badges on user profiles (and more) without having to implement any additional packages. This means you will be able to share and view your team’s accomplishments right from the user profile. The compact view will show three badges, the full view five and you can click View…
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Enhanced Collaboration for Chatter in the Salesforce Summer ‘18 Release

Help & Training

For any organization on the Salesforce platform, Chatter is a core part of the daily workflow. In the Summer ‘18 Salesforce release, there are some exciting new enhancements coming that will make Chatter an even stronger platform for record collaboration and historical communication. We all know that you can tag your co-workers and groups from a single record itself to draw the conversation to that page. In Summer ‘18, you will be able to include…
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Key Themes Around Mortgage Technology Solutions

Financial Services

Technological innovation is transforming our lives: how we communicate, shop, bank, make payments, and much more. Over the past few years, the mortgage industry has had to transform as well. Silverline has been partnering with our Mortgage clients to help leverage Salesforce to focus on improving the interactions between various players and optimizing internal processes. Silverline is a proud member of the Mortgage Bankers Association whose mission is to represent and serve its members through…
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Allocate Resources with CalendarAnything and Salesforce Communities

CalendarAnything

Did you know CalendarAnything works in Salesforce Communities? This is a great way to allocate resources between employees, customers, and partners because CalendarAnything allows you to see any of your Salesforce records on an actionable calendar through a date/time field. One of our clients, a wedding photography company, is doing exactly that! Its portfolio of photographers log into CalendarAnything via their Community to access information about photoshoot events, time, and expenses. They can block time…
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